DWS
Resilience Over Efficiency: The Global Shift Reshaping Industrial Policy and Trade
This report, prepared by DWS Investment GmbH’s Global Research team, examines the accelerating transition from globalization to national resilience and its long-term implications for markets and investors.
Governments are prioritizing...
2025-11-06
2025-11-06
Blue Bay Asset Management
India’s Growth Momentum
Authored by Miya Tailor of RBC Global Asset Management, this field report provides on-the-ground insights into India’s evolving economic landscape and investment outlook.
Slower capital expenditure and cautious private investment have...
2025-11-05
Janus Henderson
Fed’s October Cut Offers Relief but Signals Tightrope Ahead for Investors
This report by Janus Henderson Investors, led by Daniel Siluk, Head of Global Short Duration and Liquidity, analyzes the U.S. Federal Reserve’s October 2025 decision and its implications for bond markets.
Policy shift: T...
2025-11-05
Allianz Global Investors
Europe Steps Up: Strong Markets, Growing Optimism, and Structural Tailwinds Ahead
Authored by Christoph Berger and Ferdinand Horneck of Allianz Global Investors, this outlook examines Europe’s equity resurgence and the evolving structural drivers behind it.
Performance resilience: European equiti...
2025-11-05
MFS Investment Management
Finding Big Value in Midcaps
The featured White Paper by MFS present a data-driven case for revisiting midcap equities as a compelling allocation within institutional portfolios.
Structural advantage: Midcaps historically delivered a 1–1.5% annualized re...
2025-11-04
Vanguard
Dual Rally Signals a Market Balancing Between Optimism and Caution
This report, prepared by Vanguard’s Global Economics and Markets Team, offers a comprehensive outlook on financial markets as of October 2025, combining macroeconomic insights with long-term return projections.
Rare dual rally: Go...
2025-11-04
Nuveen
Fed Cuts Rates but Signals Caution Ahead of December Decision
Nuveen’s Fixed Income Strategy team, led by Tony Rodriguez, analyzes the Federal Reserve’s second consecutive 25 bps rate cut and its implications for investors.
Policy stance: The Fed reduced rates to 3.75%–4.00% and...
2025-11-04
NatWest Group
UK Defies Pre-Budget Gloom as Lending and Housing Show Resilience
NatWest’s Chief Economist team outlines a picture of underlying strength in the UK and global economies heading into year-end.
Domestic momentum: UK household deposits rose £6 billion in September, while consumer credit and...
2025-11-03
Capital Group
AI Investing: Momentum Still Building, Not Bursting
This report by Capital Group portfolio manager Chris Buchbinder examines whether current investor enthusiasm signals an AI bubble or an early-stage boom.
Market position: AI-related investments, now representing about 7%...
2025-11-03
Edmond de Rothschild
Central Banks Signal a Pause as Earnings Diverge Across Regions
Edmond de Rothschild Asset Management’s latest Market Flash highlights shifting monetary dynamics and uneven corporate performance across major economies.
Monetary policy: The Fed and Bank of Canada each cut rates by&nbs...
